Pipeline and tasks
Filtering yes, sorting no. The filters are spread across three views, which you switch between above the board.
In the kanban there are two filters and they combine: “Year” always, and “Sales adviser” only once more than one person is handling cases. There is no stage dropdown here — in the kanban the columns ARE the stages, and on narrow screens the tabs do the same job.
The table shows the same cases as rows. Above them sits the “Deals per phase” bar, which narrows the list to a single phase; every row offers “Choose phase”. That is the route to “After closing” and “Completed”, which have no kanban column.
The “Ended” view is the archive of closed cases. It has its own “Result” and “Year” filters plus a search across property, owner and buyer.
There is deliberately no sort function. You set the order within a column yourself by dragging cards above one another, and it stays as you left it.
AI-assisted tools were used in preparing these FAQs; the content was subsequently reviewed and approved by the Doxario editorial team. They reflect the general state of the law as at the review date shown and do not constitute individual legal or tax advice. To assess your own case — particularly where complex structures are involved (offshore companies, trusts, foundations, communities of heirs) or where the new EU rules leave room for doubt — we recommend consulting a lawyer specialising in Spanish anti-money-laundering law and, on tax questions, a tax adviser. Doxario is a deal management and compliance platform for estate agents in Spain, operated by Blue Pepper S.L.; we therefore have an economic interest in the solutions described in these FAQs. Doxario accepts no liability for decisions taken solely on the basis of these FAQs.
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